{"id":74121,"date":"2024-03-12T04:50:23","date_gmt":"2024-03-12T12:50:23","guid":{"rendered":"https:\/\/cirahub.com\/?p=53589"},"modified":"2024-03-12T04:50:23","modified_gmt":"2024-03-12T12:50:23","slug":"two-way-sync-contacts-deal-cloud-and-pipedrive","status":"publish","type":"post","link":"https:\/\/cirasync.com\/de\/support\/two-way-sync-contacts-deal-cloud-and-pipedrive\/","title":{"rendered":"How to\u00a0Two-Way Sync Contacts Between Deal Cloud and Pipedrive"},"content":{"rendered":"<p><span data-contrast=\"none\">This comprehensive article will outline how to <\/span><strong><a href=\"https:\/\/cirasync.com\/solutions\/two-way-sync\/\">two-way sync contacts<\/a><\/strong><span data-contrast=\"none\"> between Deal Cloud and Pipedrive.<\/span><\/p>\n<p>Pipedrive is renowned for its intuitive and user-friendly sales CRM software, designed to help sales teams manage leads and close deals more effectively. By integrating these platforms and syncing contacts bidirectionally, businesses can seamlessly bridge the gap between their deal management and sales activities. Organizations can ensure that their sales teams have access to up-to-date client information from Deal Cloud while leveraging Pipedrive&#8217;s sales CRM functionalities to manage and prioritize their leads effectively.<\/p>\n<p><span data-contrast=\"none\">Thanks to this <strong><a href=\"https:\/\/cirasync.com\/solutions\/two-way-sync\/\">Two-way sync<\/a><\/strong> feature, you can:\u00a0<\/span><\/p>\n<ul>\n<li>Two-way sync <span data-contrast=\"none\">Deal Cloud <\/span>contacts with <span data-contrast=\"none\">Pipedrive<\/span>.<\/li>\n<li>Update contacts simultaneously across the two platforms<\/li>\n<li>Without producing duplicates, CiraHub effortlessly syncs and moves data from <span data-contrast=\"none\">Deal Cloud <\/span>to <span data-contrast=\"none\">Pipedrive<\/span>.<\/li>\n<\/ul>\n<p><span data-contrast=\"none\">\u00a0\u00a0This article will show you how to enable a two-way contact sync between <\/span><span data-contrast=\"none\">Deal Cloud <\/span><span data-contrast=\"none\">and Pipedrive.<\/span><\/p>\n<h2 aria-level=\"2\"><span class=\"ez-toc-section\" id=\"Set_Up_a_Two-Way_Contact_Sync_Between_Deal_Cloud_and_Pipedrive\"><\/span><strong>Set Up a Two-Way Contact Sync Between Deal Cloud and <span data-contrast=\"none\">Pipedrive<\/span><\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span class=\"TextRun SCXW174676568 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW174676568 BCX0\">1. Log in to <\/span><span class=\"NormalTextRun SpellingErrorV2Themed SCXW174676568 BCX0\">CiraHub<\/span><span class=\"NormalTextRun SCXW174676568 BCX0\">. It will take you to the onboarding wizard. (See figure below.) Next, select the object you want to sync. In this example, the &#8222;C<\/span><span class=\"NormalTextRun AdvancedProofingIssueV2Themed SCXW174676568 BCX0\">ontacts&#8220; object<\/span><span class=\"NormalTextRun SCXW174676568 BCX0\"> has been selected.<\/span><\/span><span class=\"EOP SCXW174676568 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-40642\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/Screenshot-2022-03-22-at-7.23.19-PM.png\" alt=\"Hub and Spoke Setup\" width=\"512\" height=\"354\" \/><\/span><\/p>\n<p><span class=\"TextRun SCXW253371727 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW253371727 BCX0\">2. Next, start the Hub and Spoke setup. Click on \u201cCRMs\u201d as your source type for your contact spoke. (The Hub contains all synced Contacts from each spoke; a spoke can be a Public Folder, a user mailbox, the GAL or a CRM.)<\/span><\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-54181\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2024\/01\/Screenshot-2024-03-13-141127.jpg\" alt=\"\" width=\"859\" height=\"473\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2024\/01\/Screenshot-2024-03-13-141127.jpg 859w, https:\/\/cirasync.com\/wp-content\/uploads\/2024\/01\/Screenshot-2024-03-13-141127-480x264.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 859px, 100vw\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>3. Select Deal Cloud as the contact spoke type.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2024\/02\/select-dealforce.jpg\" width=\"713\" height=\"527\" \/><\/p>\n<p>4. Type in Deal Cloud API Access information to sync its account data to CiraHub.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-53535\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2024\/02\/Screenshot-2024-02-15-142615.jpg\" alt=\"\" width=\"722\" height=\"526\" \/><\/p>\n<p>5. Type in a Spoke name and click Create.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-53550\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2024\/02\/Screenshot-2024-02-15-171630.jpg\" alt=\"\" width=\"680\" height=\"498\" \/><\/p>\n<p><span data-contrast=\"none\">6. Select the option to add an Additional Spoke.<\/span><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/nnl.jpg\" \/><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step_2_Create_a_Spoke_for_Pipedrive\"><\/span>Step 2: Create a Spoke for Pipedrive<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>7. Click on \u201cCRMs\u201d as your source type for your contact spoke. (The Hub contains all synced Contacts from each spoke; a spoke can be a Public Folder, a user mailbox, the GAL or a CRM.) <img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/choose-contact-spoke.jpg\" alt=\"Select Source Type of Contact Spoke\" width=\"571\" height=\"313\" \/><\/p>\n<p>8. Next, select <a href=\"https:\/\/www.pipedrive.com\/\">Pipedrive <\/a>as the source type\u00a0for your contact spoke.<strong>\u00a0<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/select-pipedrive.jpg\" alt=\"Select Pipedrive\" width=\"736\" height=\"510\" \/><\/p>\n<p><span class=\"TextRun SCXW199434931 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW199434931 BCX0\">9. Sign in with <\/span><span class=\"NormalTextRun SCXW199434931 BCX0\">Pipedrive<\/span><span class=\"NormalTextRun SCXW199434931 BCX0\"> to add your account to the <\/span><span class=\"NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW199434931 BCX0\">Hub, or<\/span><span class=\"NormalTextRun SCXW199434931 BCX0\"> select an existing Pipedrive account.<\/span><\/span><\/p>\n<p><span class=\"EOP SCXW199434931 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-40742\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/pipedrive-2-sign-in.png\" alt=\"Pipedrive Sign in\" width=\"577\" height=\"403\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/pipedrive-2-sign-in.png 577w, https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/pipedrive-2-sign-in-480x335.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 577px, 100vw\" \/><\/span><\/p>\n<p><span class=\"TextRun SCXW222745372 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW222745372 BCX0\">10. If you <\/span><span class=\"NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW222745372 BCX0\">selected<\/span><span class=\"NormalTextRun SCXW222745372 BCX0\">\u00a0\u201cSign in with Pipedrive\u201d, you&#8217;ll be prompted to this screen\u00a0to enter your Pipedrive username and password.<\/span><\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-40750\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/pipedrive-log-in.jpg\" alt=\"Pipedrive Log in\" width=\"607\" height=\"597\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/pipedrive-log-in.jpg 607w, https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/pipedrive-log-in-480x472.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 607px, 100vw\" \/><\/p>\n<p><span class=\"TextRun SCXW259316172 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW259316172 BCX0\">11. Click Allow and Install to enable<\/span><span class=\"NormalTextRun SCXW259316172 BCX0\"><a href=\"https:\/\/cirasync.com\/solutions\/two-way-sync\/\">\u00a0CiraHub&#8217;s Multi-way Sync <\/a>with the attached <\/span><span class=\"NormalTextRun SCXW259316172 BCX0\">Pipedrive<\/span><span class=\"NormalTextRun SCXW259316172 BCX0\"> Account.<\/span><\/span><span class=\"EOP SCXW259316172 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-41697\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/lll.png\" alt=\"Pipedrive connector\" width=\"696\" height=\"657\" \/><\/span><\/p>\n<p><span class=\"TextRun SCXW186265236 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW186265236 BCX0\">12. Type in a Spoke Name and click Next.<\/span><\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/pipedrive-spoke-name.jpg\" alt=\"Pipedrive Add Spoke Name\" width=\"563\" height=\"386\" \/><\/p>\n<p><span class=\"TextRun SCXW129728671 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW129728671 BCX0\">13. Next, type in the Hub Name and click Create.<\/span><\/span><span class=\"EOP SCXW129728671 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/pipedrive-hub-name.jpg\" alt=\"Pipedrive Add Hub name\" width=\"718\" height=\"497\" \/><\/p>\n<p><span class=\"TextRun SCXW217624706 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW217624706 BCX0\">14. Next, right-click your spoke, and select \u201cSync Options\u201d. From there, you will be taken to a new window; click the box which says, \u201cAllow Hub to create and sync items in this spoke.\u201d This will enable 2-way synchronization between the Hub and your <\/span><span class=\"NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW217624706 BCX0\">spoke<\/span><span class=\"NormalTextRun SCXW217624706 BCX0\">.<\/span><\/span><span class=\"EOP SCXW217624706 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/pipedrive-sync-options.jpg\" alt=\"Pipedrive Sync Options\" \/><\/p>\n<p><span class=\"TextRun SCXW186540076 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW186540076 BCX0\">15. Click on \u201cAllow Hub to create and sync items in this spoke\u201d. This will enable two-way synchronization from the endpoint to the hub database and back. Select Categorize Data in Spoke if you would like to filter out which items you would like to sync.<\/span><\/span><span class=\"EOP SCXW186540076 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/pipedrive-allow-hub.jpg\" alt=\"Pipedrive Allow Hub to Sync\" \/><\/p>\n<p><span class=\"TextRun SCXW80308114 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW80308114 BCX0\">16. Click the Advanced tab to set up <a href=\"\/?p=39341\">contact filtering<\/a> for <\/span><span class=\"NormalTextRun SCXW80308114 BCX0\">Pipedrive<\/span><span class=\"NormalTextRun SCXW80308114 BCX0\">. This would enable a user to two-way sync Procore with Pipedrive and create Hub items based on specific criteria. <\/span><\/span><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/hubspot-advanced.jpg\" alt=\"Hubspot Advanced\" width=\"624\" height=\"246\" \/><\/p>\n<p><span class=\"TextRun SCXW106046008 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW106046008 BCX0\">17. Click on \u201cSync now\u201d to two-way sync contacts between Deal Cloud and Pipedrive. You can also edit synchronization options for each of your <\/span><span class=\"NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW106046008 BCX0\">spokes<\/span><span class=\"NormalTextRun SCXW106046008 BCX0\"> below.<\/span><\/span><span class=\"EOP SCXW106046008 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-40783\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/pipedrive-sync-now.jpg\" alt=\"Pipedrive Sync Now\" width=\"454\" height=\"444\" \/><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span><span data-contrast=\"none\">Conclusion<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The steps above have described how to two-way sync iCloud and Pipedrive Contacts with CiraHub. <span data-contrast=\"none\">CiraHub&#8217;s software<\/span><span data-contrast=\"none\"> makes it easy for anyone to quickly set up a <a href=\"https:\/\/cirasync.com\/solutions\/two-way-sync\/\">multi-way CRM sync<\/a> and more (i.e contact and calendar sync) for their company.<\/span><span data-contrast=\"none\"> <a href=\"https:\/\/cirasync.com\/cira-platform-demo\/\">Start your CiraHub trial<\/a>\u00a0today!<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This comprehensive article will outline how to two-way sync contacts between Deal Cloud and Pipedrive. Pipedrive is renowned for its intuitive and user-friendly sales CRM software, designed to help sales teams manage leads and close deals more effectively. By integrating these platforms and syncing contacts bidirectionally, businesses can seamlessly bridge the gap between their deal [&hellip;]<\/p>\n","protected":false},"author":38,"featured_media":46650,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"page-cirahub.php","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","_nextfly_llmd_date_locked":false,"footnotes":"","_ppma_block_editor_authors":"","_links_to":"","_links_to_target":""},"categories":[13626,1459],"tags":[],"ppma_author":[13535],"class_list":["post-74121","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cirahub","category-support","rawdate-2024-03-12"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.0 (Yoast SEO v28.1) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to\u00a0Two-Way Sync Contacts Between Deal Cloud and Pipedrive &#8212; CiraSync<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cirasync.com\/de\/support\/two-way-sync-contacts-deal-cloud-and-pipedrive\/\/\" \/>\n<meta property=\"og:locale\" content=\"de_DE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to\u00a0Two-Way Sync Contacts Between Deal Cloud and Pipedrive\" \/>\n<meta property=\"og:description\" content=\"This comprehensive article will outline how to two-way sync contacts between Deal Cloud and Pipedrive. 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